Deal Origination
Take Control of Your Pipeline. Generate Proprietary Deal Flow.
We architect, install, and operationalize deal origination systems built for predictability, control, and compounding performance.
We build multi-channel origination engines designed to break broker dependency and flood your pipeline with qualified deals you own.
Outcomes We Drive:
2–4× increase in deal volume via systematic multi-channel origination
30–50% reduction in CAC by building proprietary channels
Broker dependency drops below 40% within 90 days
What We Install:
Broker & ISO Partner Program - Structured recruitment, onboarding, and performance tracking
Direct-to-Borrower Acquisition System - Email, paid ads, SEO, LinkedIn, PR campaigns
Strategic Partnership & Referral Infrastructure - Neobanks, SaaS platforms, accountants, influencers
Sales Team & Process Professionalization - Scripts, objection handling, conversion frameworks
CRM & Deal Flow Architecture - Multi-stage pipeline with automated follow-up sequences
Custom Playbook Development - Role-specific SOPs for ISOs, sales reps, and partnerships
Funding Operations
Fund Deals Faster. Eliminate Operational Chaos.
We streamline, automate, and optimize your underwriting and funding workflows to cut submission-to-funded time and unlock capacity.
We install the internal infrastructure, automation systems, and operational layer that drive precision across your entire funding engine.
Outcomes We Drive:
30–50% reduction in submission-to-funded time through workflow optimization
20–35% increase in monthly volume without adding headcount
40–60% reduction in manual data entry via AI-assisted extraction
What We Install:
Streamlined Underwriting Workflow Design - Process mapping, bottleneck elimination, role clarity
AI-Driven Data Extraction & Pre-Qualification - Automated bank statement analysis, tax return parsing, credit pulls
LOS/CRM Automation Suite - Automated deal progression, task assignment, and status updates
Real-Time Pipeline & Performance Dashboards - Submission tracking, underwriter productivity, funding velocity
Credit Policy & Risk Management Framework - Documented underwriting criteria, approval matrices, exception handling
Process Mapping & SOP Development - Step-by-step workflows for every role from submission to funding
"Our submission-to-funded time dropped from 9 days to 4.5 days. We're now funding 40% more deals with the same team."
Portfolio & Capital Growth
Position for Institutional Capital. Scale Your Portfolio.
We build the data infrastructure, reporting systems, and capital raise strategy that attract institutional lenders and unlock growth capital.
We install the portfolio management infrastructure, investor-grade reporting, and capital positioning layer that drive institutional confidence and enterprise value.
Outcomes We Drive:
2–5× increase in capital access through institutional-grade positioning
3–10× enterprise value growth via systematic portfolio management
15–25% improvement in borrower retention through structured renewal systems
What We Install:
Institutional-Grade Reporting & Data Infrastructure - Clean data architecture, automated reporting pipelines
Automated Monthly Reporting Package - Portfolio performance, delinquency trends, vintage analysis
Portfolio Analytics Dashboard - Real-time metrics on portfolio health, concentration risk, and yield
Portfolio Management & Servicing Infrastructure - Renewal workflows, cross-sell systems, retention playbooks
Founder Brand Building - LinkedIn content, podcast appearances, industry thought leadership
Internal Sales Team Recruitment & Training - Hiring, onboarding, and managing in-house origination teams
Capital Raise Strategy & Execution - Investor targeting, pitch deck development, due diligence preparation
Investor-Ready Pitch Deck & Financial Model - Professional materials that pass institutional scrutiny
Lender Outreach & Negotiation Support - Direct introductions, term sheet review, deal structuring
"We raised a $50M institutional line within 90 days of implementing their portfolio infrastructure. The ROI was 47x."
Why Trust Us
Elite Execution. Unmatched Precision. Private Credit Expertise.
At Morris Enterprises, we don't hand you theory — we embed the systems that drive measurable growth. Private credit firms trust us because we deliver execution that scales.
We believe in delivering:
Systems that operate at scale.
Processes that optimize real outcomes.
Roadmaps that enable execution, not just suggestion.
Playbooks that evolve with real-world feedback.
Why This Works Better than Traditional Consulting
Traditional Consulting
Traditional Consulting
Morris Execution Model
Deliverables
Decks, playbooks
Format
Advice and slides
Outcome
Recommendations
Pricing
Flat retainers
Team
Analysts, theorists
